BRSVX vs. VOO
Compare and contrast key facts about Bridgeway Small Cap Value Fund (BRSVX) and Vanguard S&P 500 ETF (VOO).
BRSVX is managed by Bridgeway. It was launched on Oct 31, 2003. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRSVX or VOO.
Correlation
The correlation between BRSVX and VOO is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BRSVX vs. VOO - Performance Comparison
Key characteristics
BRSVX:
-0.07
VOO:
2.25
BRSVX:
0.06
VOO:
2.98
BRSVX:
1.01
VOO:
1.42
BRSVX:
-0.10
VOO:
3.31
BRSVX:
-0.29
VOO:
14.77
BRSVX:
5.24%
VOO:
1.90%
BRSVX:
22.35%
VOO:
12.46%
BRSVX:
-67.58%
VOO:
-33.99%
BRSVX:
-15.74%
VOO:
-2.47%
Returns By Period
In the year-to-date period, BRSVX achieves a -3.17% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, BRSVX has underperformed VOO with an annualized return of 6.66%, while VOO has yielded a comparatively higher 13.08% annualized return.
BRSVX
-3.17%
-11.90%
1.36%
-2.89%
13.19%
6.66%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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BRSVX vs. VOO - Expense Ratio Comparison
BRSVX has a 0.83% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BRSVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Small Cap Value Fund (BRSVX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BRSVX vs. VOO - Dividend Comparison
BRSVX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Bridgeway Small Cap Value Fund | 0.00% | 3.57% | 0.96% | 0.28% | 0.84% | 2.38% | 1.25% | 0.87% | 0.98% | 1.97% | 0.74% | 0.46% |
Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BRSVX vs. VOO - Drawdown Comparison
The maximum BRSVX drawdown since its inception was -67.58%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BRSVX and VOO. For additional features, visit the drawdowns tool.
Volatility
BRSVX vs. VOO - Volatility Comparison
Bridgeway Small Cap Value Fund (BRSVX) has a higher volatility of 8.35% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that BRSVX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.